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NEARX
U.S. Global Investors Funds Near-Term Tax Free Fund
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NEARX Mutual Fund Price & Analysis

NEARX is a mutual fund offered by U.S. Global Investors Funds that focuses on providing investors with a tax-free investment option in the short-term. This fund aims to generate income for investors by investing in high-quality, short-term municipal bonds issued by U.S. states and territories. With a ticker symbol of NEARX, this fund offers a low-risk investment option for those looking to minimize their tax burden while still earning potential returns.

NEARX Mutual Fund Chart & Stats

Top 10 Holdings

Name
Weight %
USD_CASH
SAN ANTONIO TX
5.04%
USD_CASH
CHISAGO CNTY MN
4.63%
USD_CASH
KENTUCKY ST PUBLIC ENERGY AUTH
4.25%
USD_CASH
ILLINOIS ST
4.17%
USD_CASH
UNIV OF TEXAS TX UNIV REVENUES
4.13%
USD_CASH
CARROLL CITY-CNTY GA HOSP AUTH
4.02%
USD_CASH
ELMBROOK WI SCH DIST
3.96%
USD_CASH
DALLAS TX WTRWKS & SWR SYS REV
3.10%
USD_CASH
WILLIAMSPORT PA SAN AUTH
3.08%
JPMorgan Ultra-Short Municipal Income ETF
3.07%
Total39.45%

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